Compare · 4 funds side by side · dividends reinvested

YRAM, VIG, SPY and SCHD

YRAMYieldMax×VIGVanguard×SPYSPDR×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,118SPY · best of the four

02 / 04

YRAM, VIG, SPY and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.1

YieldMax Memory and Storage Portfolio Option Income ETFIncome · Premium income1.01%8.73%[…][…][…][…][…][…]$6M2.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.6

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: YRAM 2026 · VIG 2006 · SPY 1993 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax Memory and Storage Portfolio Option Income ETF · $6M[…]

YRAM

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

YRAMMeasureVIG

[…]Year to dateJan 1 → Nov 6+12.1%

[…]1 yearTotal return+14.3%

[…]3 years · per year$10,000 became […] · $16,669+18.6%

[…]5 years · per year$10,000 became […] · $16,243+10.2%

1.01%Expense ratio$101 · $4 a year on $10k · lower is better0.04%

8.73%Trailing 12-mo yield$873 · $150 a year on $10k1.50%

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer10.8%

YRAMVIG Winner of the row, in its colourEach row: the bigger of the two fills its side

1–1Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

YRAM vs VIG: Top 5 Holdings

Today

YRAM

33.9%in top 5

VIG

in top 522.1%

YRAMStockVIG

15.3%MUnot top 5

5.2%WDCnot top 5

4.9%STXnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.5%SNDKnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

4.0%Pnot top 5

not top 5JPM3.9%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

YRAM vs VIG Returns, Every Period

YieldMaxYRAM

[…]

past year

VIGVanguard

+14.3%

past year

Returns […]

YRAMVIGFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

YRAM vs SCHD

YTD

YieldMaxYRAM

[…]

SCHDSchwab

+31.4%

[…]Year to date+31.4%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.7%

8.7%Yield3.0%

$6.0MAssets$120B

1–0YRAM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: YRAM, VIG, SPY, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SPY0.09%$9

YRAM1.01%$101

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: YRAM, VIG, SPY, SCHD

8.73%highest, YRAM

FundTrailing yieldYield$10k

YRAM8.73%$873

SCHD3.00%$300

VIG1.50%$150

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$772most kept, YRAM

YRAM$873 − $101 = $772

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: YRAM, VIG, SPY, SCHD

Today

42.8%most shared, VIG and SPY

YRAMVIGSPYSCHD

YRAM—0.0%1.7%0.0%

VIG0.0%—42.8%14.5%

SPY1.7%42.8%—8.7%

SCHD0.0%14.5%8.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

SPYWorst drop−8.9%13.6% vol

YRAMWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

YRAMSCHD

[…]Year to date+31.4%

8.7%Yield3.0%

[…]Past year+37.0%

1.01%Fee0.06%

1–1level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026